PIWA
Prevail Innovative Wealth Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.17M | Sell |
9,985
-1,101
| -10% | -$680K | 1.38% | 14 |
|
|
2025
Q1 | $6.2M | Sell |
11,086
-4,977
| -31% | -$2.78M | 1.65% | 10 |
|
|
2024
Q4 | $9.41M | Buy |
16,063
+8,193
| +104% | +$4.8M | 2.73% | 3 |
|
|
2024
Q3 | $4.52M | Buy |
+7,870
| New | +$4.52M | 1.38% | 18 |
|
|
2024
Q2 | – | Sell |
-1,034
| Closed | -$541K | – | 185 |
|
|
2024
Q1 | $541K | Sell |
1,034
-2,580
| -71% | -$1.35M | 0.2% | 124 |
|
|
2023
Q4 | $1.72M | Buy |
3,614
+27
| +0.8% | +$12.8K | 0.82% | 51 |
|
|
2023
Q3 | $1.53M | Buy |
+3,587
| New | +$1.53M | 0.8% | 54 |
|